Corporate Action Consistency & Validation Agent

Purpose

The purpose of Corporate Action Consistency & Validation Agent is to compare corporate action data gathered by the previous agent and validate consistency across the extracted information. It focuses on tender offer data from multiple provided sources and produces reconciled fields together with a list of discrepancies by field and source.

Primary users

The primary user is specified as “Both.” No additional user role details are provided, so the specific business or operational roles using the agent are not specified.

Where it fits (process/stage/trigger)

Corporate Action Consistency & Validation Agent fits as Step 2 of the workflow, after a previous agent has gathered and extracted corporate action information. It is triggered once structured field/value pairs are available from the tender offer PDF, SWIFT file, and vendor XML.

Key capabilities / workflow

The agent compares structured field/value pairs across the tender offer PDF, SWIFT file, and vendor XML, checks whether the extracted corporate action information is consistent, and identifies mismatches. Its workflow centers on validating available source data, reconciling matching fields, and recording discrepancies by field and source.

Inputs

The inputs are structured field/value pairs extracted from the tender offer PDF, SWIFT file, and vendor XML. The dataset provided for this use case is extracted corporate action data.

Outputs / Deliverables

The outputs are reconciled fields and a list of discrepancies by field and source. No additional deliverables are specified.

Value

The agent provides value by helping validate consistency across corporate action data sources and by making discrepancies visible for review. This supports more reliable downstream handling of tender offer information within the Wealth & Asset Management workflow.